PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. VALIDITY, INC.
Sponsor portfolio

VALIDITY, INC.

EIN 82-4326279-computer software-Latest filing 2025
Plans
2
Retirement
1
$25.7M assets
Welfare
1
$3.3M premiums
Participants
693
100 SUMMER ST, 29TH FLOOR - BOSTON, MA 02110800-961-8205validity.comLinkedIn201-500 employeescomputer software
Plans on this EIN
2 filings
#001401k-$25.7M - 449 part#501Fully Insured-$3.3M - 389 lives

Benefits portfolio analytics

1 plan / $3.3M premiums / 389 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.0M
  • Dental$369K
  • Vision$369K
  • Life$369K
  • Short-term disability$369K
  • Long-term disability$369K
  • +1 more
Total $3.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • UNITEDHEALTHCARE INSURANCE COMPANY89%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
Total $3.3M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SEQUOIA BENEFITS & INS SVCS LLC100%
Total $83K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

VALIDITY INC. 401(K) PLAN

401k

Assets$25.7M
Participants449
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VALIDITY, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.3M
Covered lives389
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VALIDITY INC. 401(K) PLAN401k$25.7M4492024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VALIDITY, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$3.3M3892025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica